-61.5%
ADBE vs RKT
-9.6%
-51.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.5% |
| 7D | -8.9% | -1.0% | -8.0% | -8.7% |
| 30D | -6.6% | -2.4% | -4.2% | -6.3% |
| 3M | +7.1% | +1.9% | +5.2% | +6.2% |
| 6M | -9.8% | -13.9% | +4.1% | -8.6% |
| YTD | -27.2% | -30.6% | +3.4% | -24.0% |
| 1Y | -28.0% | -34.4% | +6.3% | -24.5% |
| 3Y | -54.5% | +38.2% | -92.7% | -64.4% |
| 5Y | -61.5% | -9.7% | -51.8% | -67.4% |
| All | -61.5% | -9.6% | -51.9% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling